BBT

Beacon Financial Corporation
BBT

Overview Fund Activity

177 hedge funds and large institutions have $667M invested in Beacon Financial Corporation in 2020 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 51 increasing their positions, 56 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
+14
Holders Change %
+8.59%
% of All Funds
3.14%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
36
Increased
51
Reduced
56
Closed
22
Calls
$725K
Puts
$3.79M
Net Calls
-$3.06M
Net Calls Change
-$2.25M

Top Buyers

1
KCM
Kennedy Capital Management
Missouri
+$10.7M
2
BCM
Basswood Capital Management
New York
+$6.22M
3
EPCA
Elizabeth Park Capital Advisors
Ohio
+$5.8M
4
EC
EJF Capital
Virginia
+$4.88M
5
MCM
Maltese Capital Management
New York
+$4.19M

Top Sellers

1
CCMG
Clark Capital Management Group
Pennsylvania
-$12M
2
JAM
Jacobs Asset Management
New York
-$5.61M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$4.67M
4
Federated Hermes
Federated Hermes
Pennsylvania
-$4.09M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$3.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
GEA
151
Glen Eagle Advisors
New Jersey
$13.2K – – –
CA
152
Centerpoint Advisors
Massachusetts
$9K – – –
IAIM
153
International Assets Investment Management
Florida
$9K +$9K +500 New
MAM
154
Meeder Asset Management
Ohio
$8K +$5.77K +351 +258%
LC
155
Lindbrook Capital
California
$7K – – –
CAPTRUST Financial Advisors
156
CAPTRUST Financial Advisors
North Carolina
$7K +$7K +406 New
First Manhattan
157
First Manhattan
New York
$6K – – –
TWA
158
TCI Wealth Advisors
Arizona
$5K – – –
CB
159
Community Bank
New York
$5K – – –
Nisa Investment Advisors
160
Nisa Investment Advisors
Missouri
$5K +$5K +290 New
Carson Wealth (CWM LLC)
161
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
EI
162
Ellevest Inc
New York
$4K – – –
LWCFA
163
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4K +$4K +212 New
CCA
164
Childress Capital Advisors
Texas
$3K +$3K +147 New
VCG
165
Vantage Consulting Group
Virginia
$3K +$3K +187 New
PA
166
Parallel Advisors
California
$2K -$2.66K -133 -57%
TFO
167
Tarbox Family Office
California
$2K – – –
Fifth Third Bancorp
168
Fifth Third Bancorp
Ohio
$2K – – –
BCA
169
Berman Capital Advisors
Georgia
$2K – – –
CWC
170
Carolinas Wealth Consulting
North Carolina
$2K +$16 +1 +0.8%
TF
171
Tompkins Financial
New York
$1K +$1K +32 New
QT
172
Quantbot Technologies
New York
$1K +$1K +60 New
QCG
173
Quadrant Capital Group
Ohio
$1K +$1K +85 New
AIG
174
American International Group
New York
$978 +$441 +25,730 +82%
Voloridge Investment Management
175
Voloridge Investment Management
Florida
– -$1.5M -147,925 Closed
4 5 6
7
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